Increase efficiency with EquinoxCRM - An innovative CRM for Financial Advisors
A comprehensive cloud based solution for Registered Investment Advisors and Broker Dealers. Integrate and manage client data and accounts with ease. Integrate seamlessly with your other productivity applications.Read More Free Trial
Clean, Fast, Comprehensive CRM for Financial Advisors
Work faster. Close more deals. Engage clients better.
- Comprehensive document management and storage
- Platform compliant with SEC rule 17a-4, which requires client and account recordkeeping with both immediate access and non-immediate access (WORM) storage.
- Keep record of business practices and communications with clients
- Compliance built into all product features
- Simple E-mail integration (Gmail/Google Business Apps and Outlook/Office 365)
- Mail Merge feature for time saving communications
- Be compliant with our backup solution
- Customizeable E-mail templates
- Calendar and multi-app integrations via zapier (ConstantContact, Mailchimp, Slack, Twitter, and many more)
Whether you are a solo Advisor or a 1000 person firm with many branches, EquinoxCRM is competitively priced.
Free Trail30 Days
- 30 days Money Back Guarantee
- Price Match available if switching from other CRMs
per user per month
Pay only for what you use. Flexible
- Sign up for our no obligation 30 day free trial
- Enterprise plans available
- Multi-user discounts for 2 or more users
- Sign up for free trial and we will contact you
Please contact firstname.lastname@example.org for any questions.